I want to write about 8k Miles Software
Market Cap 1500 Cr.
Debt 40 Cr.
PE 65, valuation is expensive,
Main Business
Providing Cloud Solutions to the Global Customers
Managing cloud applications for Global Customers with Global Partners like IBM,, Microsoft, CA Technologies etc.
Main Global Customers
MERCK, CISCO, Trimble, GSK, Adidas, Stanford University

Financials

Main Growth Factors

Companies are finding it easy to go for cloud , rather than investing in IT infrastrcuture.
For companies it is moving fixed cost in variable cost
Total Cloud market is expected to grow to US$ 282 billion ( Source Nasscom Gartner, 2015)
Explosion in Broadband and smart phone penetration with 3G and 4G services

How is 8k places
One of the early movers in the field
has global Customers
Experiences Promoters from the same field,

Disclaimer
I am not expert in the cloud field, so difficult for me to make a recommendation , however will request Value Pickr members to comment on this opportunity
Company has shown almost 10X growth in less than 5 years and still talk about the huge potential it has
Not invested , however planning to make small investment to start with

@remonc, No one claim that Shaily is going to double their supply to IKEA. But one of the company may immensely benefit from IKEA entry in India should be Shaily Engineering because of their strong relations with each other. Apart from IKEA, shaily has many other areas to explore the opportunities.

Comparison about Supreme Industries: Supreme is world class company that we cannot compare to Shaily. (Even their product ranges are not matching). Then where we have to invest that is purely individuals calls after understanding the fundamentals and future opportunities of the firms. I feel Shaily made a strong foundation all ready, now it is time for grow up more faster than others.

HMVL - As long as they do not have a clear cut vision for the cash in the books, the stock will continue to be mispriced. I hold it and it tests your patience. Companies holding huge amounts of cash can be difficult investments.

Bajaj Finance - could accumulate after yesterday's fall. It had run up too fast.

Generally a good selection.

Thanks - can someone figure out how many sq. ft pokarna has sold last year - I am trying to triangulate the entire thing by looking at yield per sq.ft and RM cost per sq.ft and compare it with caeser stone and hopefully the results will give me more conviction either way.